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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales and lead management, with a strong focus on building rapport and guiding clients through financial decisions. Proficient in using Salesforce for tracking and managing sales activities while meeting performance targets.
Highest-signal resume keywords
Inside Sales ExperienceConsultative Sales SkillsSalesforce ProficiencyPipeline ManagementGoal-Driven Performance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Outbound CallingLead ConversionSales Target AchievementFinancial Needs AssessmentTime Management
Soft Skills
EmpathyRapport BuildingObjection HandlingDecision-Making InfluenceCoaching Acceptance
Tools & Technologies
SalesforceDigital Sales Tools
Certifications & Qualifications
High School Diploma
Industry Keywords
Financial ProductsConsultative SalesCommission-Heavy EnvironmentLead Follow-UpFlexible Scheduling
About the role
Key responsibilities & impact- Engage warm leads through high-volume outbound dialing, up to 100+ daily
- Lead consultative one-call or two-call closes
- Identify customer pain points and uncover financial needs
- Explain the value of personalized digital finance products
- Manage, prioritize, and follow up on a pipeline of 20 to 200+ active leads/transactions
- Build trust during sensitive financial conversations
- Guide clients through emotionally complex financial decisions toward clear solutions
- Meet and exceed daily, weekly, and monthly sales targets
- Maintain schedule adherence and conversion goals
- Use Salesforce to track lead activity and document interactions
- Maintain high pipeline accuracy
Requirements
What you’ll need- 2–3+ years of successful inside sales, outbound call center, or financial/consultative sales experience
- History of succeeding in a fast-paced, goal-driven, commission-heavy environment
- Strong ability to build quick rapport, handle objections, and influence decision-making with empathy and authority
- Proficiency with CRMs such as Salesforce and digital sales tools
- Excellent time-management skills to prioritize lead follow-ups independently
- Desire to accept coaching and continuously improve
- High School Diploma or equivalent required
- Ability to work flexible 8-hour shifts between 6:00 AM and 8:00 PM MST/PST
- Availability for Monday–Friday schedules and/or schedules including one weekend day
- For remote work, candidates must be located in Texas; hybrid work is available to candidates local to Phoenix, Arizona
Benefits
Comp & perks- Uncapped commission
- Spiffs & incentives
- 401(k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off
- Dedicated volunteer days
- Employee Assistance Program
- Physical and mental health wellness programs
- Fitness discounts
- Up to $5,250 paid back on eligible education expenses
- Pet care discounts
- Financial support through the Achieve Care Fund
- Six employee resource groups and commitment to diversity and inclusion
- Hybrid and remote work opportunities for certain roles